How To Use Docusign To Send Document For Signature

Are you tired of the hassle of printing, signing, and scanning documents for signatures? Look no further than DocuSign.

In this article, we will walk you through the process of creating a DocuSign account, uploading documents, adding recipients and signature fields, customizing email messages, and tracking the status of sent documents.

We will also explore the different signing options available on DocuSign, the security measures in place, and how to integrate DocuSign with other applications. Say goodbye to paper contracts and hello to the convenience of e-signatures with DocuSign.

What Is DocuSign?

DocuSign is a leading digital signature platform that revolutionizes electronic document signing by providing a secure platform for users to sign legally binding documents online.

This innovative solution eliminates the need for physical signatures, paperwork, and long waiting times involved in traditional signing processes. By offering a convenient and efficient way to sign documents electronically, DocuSign streamlines workflows, speeds up transactions, and reduces errors. Businesses can significantly reduce their administrative overhead and increase productivity by choosing DocuSign for all their signature needs. The platform ensures the authenticity of signatures and maintains a robust audit trail, guaranteeing the security and integrity of the signed documents.

Why Use DocuSign for Sending Documents for Signature?

Using DocuSign for sending documents for signature offers a secure and efficient solution for executing legal contracts online, streamlining the process of document workflow and ensuring the authenticity of electronic signatures.

With DocuSign’s advanced security features, documents are encrypted, tamper-evident, and protected from unauthorized access, providing peace of mind for both parties involved.

The user-friendly interface of DocuSign makes it straightforward for recipients to sign electronically, eliminating the need for printing, scanning, and mailing physical documents. This digital platform significantly reduces the time and effort required for contract signings and enhances convenience by allowing signatories to approve documents from anywhere, at any time, enhancing overall productivity and expediting business transactions.

How to Create a DocuSign Account?

Creating a DocuSign account is a straightforward process that involves signing up for an electronic signature solution that offers a robust document management system, user-friendly digital signing software, and cutting-edge e-signature technology for seamless online document approval.

  1. To begin, visit the DocuSign website and locate the option to create an account.
  2. Click on the ‘Sign Up’ or ‘Get Started’ button to initiate the registration process.
  3. You will be prompted to enter your email address, create a password, and provide some basic personal information.

Once you have filled in the required details, proceed to verify your email address by clicking on the verification link sent to your inbox. After email verification, you can log in to your newly created DocuSign account and start enjoying the benefits of easy electronic signatures and efficient document management.

How to Send a Document for Signature with DocuSign?

Sending a document for signature with DocuSign involves utilizing a comprehensive contract management tool that ensures electronic record keeping, secure document exchange, reliable electronic signature services, and robust document verification processes.

To begin the process, you first upload the document that requires a signature onto the DocuSign platform. Once uploaded, you can then tag the areas where signatures or initials are needed. DocuSign allows you to choose from various signature options, including typing, drawing, or uploading an image of your signature. After all signature fields have been added, you can then specify the order of signing if multiple signers are involved. DocuSign ensures that each signer receives a unique link to electronically sign the document, making the process efficient and secure.

Step 1: Upload the Document

To initiate the process of sending a document for signature with DocuSign, begin by uploading the document to the cloud-based signature platform, ensuring document integrity through a robust verification process and encrypted transfer.

Once the document is securely uploaded, DocuSign uses advanced encryption protocols to protect the data during transmission, safeguarding it from unauthorized access. This encrypted transfer ensures that sensitive information within the document remains confidential and cannot be tampered with. By verifying the authenticity of the document before sending it for signature, users can have peace of mind knowing that the content is accurate and unaltered. This commitment to data security is a cornerstone of DocuSign’s service, instilling trust and confidence in the digital signing process.

Step 2: Add Recipients

Next, add recipients to the document for signature, ensuring electronic consent from each party involved, and enabling them to easily sign and send documents through electronic form signing.

  1. By adding recipients to the document on DocuSign, you can efficiently gather electronic consent from all the parties involved in the signing process.
  2. This streamlined approach simplifies the workflow, as each recipient can digitally sign the document from anywhere at their convenience.
  3. With electronic form signing, the hassle of printing, scanning, and mailing documents is eliminated, making the document completion process quicker and more convenient for all parties.

DocuSign provides a secure platform to ensure the integrity and authenticity of the signatures, giving peace of mind to all involved.

Step 3: Add Signature Fields

After adding recipients, incorporate signature fields into the document, ensuring compliance with data protection regulations, effective electronic consent management, and a seamless digital authorization process.

To enhance the integrity of the document signing process, it is crucial to clearly outline where signatures are required and offer a user-friendly interface for individuals to provide their consent electronically. It’s essential to maintain a systematic approach in collecting and storing consent data securely. By implementing robust encryption measures and authentication protocols, organizations can safeguard sensitive information during the digital authorization process, thereby instilling trust and confidence in the signing procedure.

Step 4: Customize Email Message

This tailored approach enhances the recipient’s experience by offering a personalized touch, ensuring that all parties involved are seamlessly guided through the signing process.

The email content can be adapted to highlight key aspects of the document, such as deadlines or specific clauses, to emphasize their importance.

The document tracking feature not only fosters transparency but also grants recipients the ability to monitor the progress of the agreement at each stage, fostering accountability and trust in the digital signing process.

Step 5: Send the Document for Signature

Send the prepared document for signature, utilizing a PDF signing tool, automating the signature process, and ensuring secure electronic document storage upon completion.

This process can be seamlessly achieved by using tools like DocuSign, a popular electronic signature platform trusted by millions around the world. With DocuSign, users can easily send documents for signatures, track the signing progress in real-time, and receive completed documents back securely. By leveraging such technologies, organizations can streamline their workflows, eliminate the need for physical signatures, and reduce the turnaround time for document processing. Once the document is signed, it is securely stored in the cloud, ensuring easy access and retrieval whenever needed.

How to Track the Status of Sent Documents on DocuSign?

Tracking the status of sent documents on DocuSign involves utilizing the document tracking feature to monitor the progress, conduct document verification processes, and ensure document authenticity through the robust authentication system.

This feature allows users to easily track the journey of their documents, from the moment they are sent until they are fully executed. By accessing the tracking dashboard, users can view real-time updates on when the document was opened, viewed, and signed, providing full transparency throughout the entire process.

The authentication system enhances security by verifying the identity of both the sender and the recipient, safeguarding the integrity of the document and ensuring that it has not been tampered with during transit.

What Are the Different Signing Options on DocuSign?

DocuSign offers various signing options, including in-person signing, remote signing capabilities, mobile signing convenience, and the flexibility of using PowerForms for customized signature workflows.

  1. In-person signing allows signers to physically gather in one location to sign documents efficiently, making it ideal for meetings or transactions that require immediate validation.

  2. Remote signing enables individuals to sign documents from anywhere at any time, providing flexibility and convenience for busy professionals or those in remote locations.

  3. The mobile signing feature allows users to sign documents directly from their phones or tablets, making it easy to finalize agreements on the go.

  4. PowerForms streamline the signature process by allowing organizations to create customized forms with pre-defined fields, ensuring accurate and efficient document completion.

In-person Signing

In-person signing with DocuSign incorporates electronic notarization services, an online signature solution for seamless execution, and digital workflow automation to enhance the efficiency of the signing process.

This integration of electronic notarization streamlines the authentication process, providing a secure and legally binding transaction. By utilizing online signature solutions, users can digitally sign documents from anywhere at any time, eliminating the need for physical presence. The benefits of digital workflow automation extend to increased productivity, reduced errors, and quicker turnaround times, creating a more efficient and organized signing experience for all parties involved.

Remote Signing

Remote signing on DocuSign integrates robust transaction security measures to ensure data protection, complies with e-signature legality requirements, and utilizes encrypted document transfers for secure online transactions.

The platform enforces multi-factor authentication to verify the identity of signatories, reducing the risk of unauthorized access. DocuSign adheres to stringent compliance standards such as the ESIGN Act and the eIDAS regulation in Europe, ensuring that e-signatures hold the same legal weight as traditional signatures. By employing advanced encryption protocols like SSL and AES, DocuSign secures documents both in transit and at rest, safeguarding sensitive information against cyber threats and unauthorized interception.

Mobile Signing

Mobile signing through DocuSign enables digital identity verification, robust document authentication procedures, and the application of electronic seals for enhanced security and authentication of electronic signatures.

The digital identity verification methods offered by DocuSign’s mobile signing feature help ensure that the individuals involved in the signing process are who they claim to be, safeguarding against potential fraud and unauthorized access. With advanced document authentication processes incorporated, users can trust the integrity and authenticity of their electronically signed documents. Electronic seals play a crucial role in validating electronic signatures securely, providing an added layer of assurance and legal compliance to the digital signature process.


Utilizing PowerForms in DocuSign offers a comprehensive contract signing solution with robust document verification processes and seamless e-signature integration for efficient and secure document management.

Through the use of PowerForms, individuals and organizations can streamline their contract signing process by creating customized forms that include specific fields for document verification. These forms ensure that all necessary information is accurately captured and authenticated before the e-signature step, adding an extra layer of security and reliability to the signing process. The integration of e-signatures into these forms allows for a smooth transition from document creation to final execution, promoting a more organized and transparent approach to document management.

How to Sign a Document Sent through DocuSign?

Signing a document sent through DocuSign involves authenticating the document, engaging in digital transaction management practices, and completing the electronic consent process for legal validation of the signature.

After verifying your identity through DocuSign’s authentication procedures, you will be guided through the steps to review the document content carefully. Once you are satisfied with the terms, you can proceed to place your electronic signature securely within the designated area. This electronic consent signifies your agreement to the terms outlined in the document and ensures its legal validity.

DocuSign’s robust encryption technology safeguards the integrity of the process, guaranteeing the security and authenticity of your electronic signature.

What Are the Security Measures in Place for DocuSign?

DocuSign employs stringent security measures, including authenticated document delivery methods, compliance with e-signature legality regulations, and robust document verification processes to safeguard the integrity of electronic transactions.

These security measures play a crucial role in ensuring that all electronic transactions conducted through the DocuSign platform are secure and trustworthy. By using authenticated document delivery protocols, DocuSign can confirm the identity of both parties involved in a transaction, mitigating the risk of fraudulent activities. Compliance with e-signature regulations ensures that all transactions are legally binding and enforceable.

Document verification is another key aspect of DocuSign’s security framework, as it verifies the authenticity and integrity of documents exchanged, providing users with peace of mind when conducting business electronically.

How to Integrate DocuSign with Other Applications?

Integrating DocuSign with other applications involves seamless agreement management, streamlined electronic contract negotiation processes, and efficient e-signature integration for enhanced workflow automation and document management.

This integration allows users to easily create, send, sign, and manage agreements digitally, reducing the need for manual paperwork and expediting the contract lifecycle. By leveraging electronic signatures, organizations can ensure security, compliance, and authenticity while also enhancing the overall efficiency of their operations.

The ability to integrate DocuSign with various applications empowers businesses to centralize document management, track the status of contracts in real-time, and optimize their workflow processes for increased productivity and collaboration.

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